HFM
ESRX

Hartford Financial Management’s Express Scripts Holding Company ESRX Stock Holding History

Hartford Financial Management’s Portfolio ESRX Stock Details ESRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,453
Closed -$138K – 410
2018
Q3 		$138K Sell
1,453
-227
-14% -$19.3K 0.05% 176
2018
Q2 		$130K Hold
1,680
– – 0.05% 177
2018
Q1 		$116K Hold
1,680
– – 0.06% 149
2017
Q4 		$125K Hold
1,680
– – 0.06% 148
2017
Q3 		$106K Hold
1,680
– – 0.05% 156
2017
Q2 		$107K Sell
1,680
-760
-31% -$47.7K 0.05% 162
2017
Q1 		$160K Buy
2,440
+680
+39% +$46.8K 0.1% 127
2016
Q4 		$121K Sell
1,760
-140
-7% -$10K 0.07% 133
2016
Q3 		$134K Sell
1,900
-260
-12% -$19.4K 0.08% 133
2016
Q2 		$163K Hold
2,160
– – 0.1% 122
2016
Q1 		$148K Hold
2,160
– – 0.09% 121
2015
Q4 		$188K Hold
2,160
– – 0.12% 112
2015
Q3 		$174K Hold
2,160
– – 0.12% 106
2015
Q2 		$192K Buy
+2,160
New +$189K 0.11% 110
2015
Q1 		– Sell
-2,160
Closed -$182K – 236
2014
Q4 		$182K Hold
2,160
– – 0.11% 105
2014
Q3 		$152K Sell
2,160
-210
-9% -$15K 0.09% 119
2014
Q2 		$164K Hold
2,370
– – 0.1% 111
2014
Q1 		$177K Hold
2,370
– – 0.12% 108
2013
Q4 		$166K Hold
2,370
– – 0.11% 111
2013
Q3 		$146K Hold
2,370
– – 0.1% 115
2013
Q2 		$146K Buy
+2,370
New +$143K 0.1% 116

Other funds holding ESRX

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
ECM
Everence Capital Management Goshen, Indiana $1.64B AUM 26.46% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
BSPF
British Steel Pension Fund London, United Kingdom $410M AUM 11.96% 1-Year Est. Return
MYAM
Meiji Yasuda Asset Management Tokyo, Japan $2B AUM 22.52% 1-Year Est. Return
AWM
Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return

Hartford Financial Management's ESRX Position: Q4 2018 in Review

Hartford Financial Management sold out of Express Scripts Holding Company (ESRX) in Q4 2018, closing a stake of 1,453 shares — an estimated $138K sold.

Hartford Financial Management first reported a position in ESRX in Q2 2013 and held it in 21 quarters. The position peaked at $192K in Q2 2015. 16 funds tracked by Wall St. Rank hold ESRX as of Q4 2018.

  • Hartford Financial Management reported no remaining Express Scripts Holding Company position as of Q4 2018 after selling out during the quarter.
  • Hartford Financial Management sold 1,453 Express Scripts Holding Company shares in Q4 2018, an estimated $138K.
  • Hartford Financial Management first reported a position in Express Scripts Holding Company in Q2 2013 and held it in 21 quarters.
  • Hartford Financial Management's Express Scripts Holding Company position peaked at $192K in Q2 2015.
  • 16 funds tracked by Wall St. Rank held Express Scripts Holding Company as of Q4 2018.

Based on Hartford Financial Management's 13F filing for Q4 2018, filed 4 Feb 2019.